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New Millennium Group’s American Express AXP Stock Holding History

New Millennium Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$664 – 420
2025
Q3 		$664 Buy
+2
New +$636 ﹤0.01% 369
2025
Q2 		– Sell
-468
Closed -$126K – 440
2025
Q1 		$126K Sell
468
-22
-4% -$6.5K 0.08% 57
2024
Q4 		$145K Buy
490
+1
+0.2% +$287 0.09% 63
2024
Q3 		$133K Sell
489
-1
-0.2% -$249 0.09% 64
2024
Q2 		$113K Buy
+490
New +$113K 0.07% 71
2024
Q1 		– Sell
-11,142
Closed -$2.09M – 94
2023
Q4 		$2.09M Buy
11,142
+10,636
+2,102% +$1.71M 1.85% 13
2023
Q3 		$75.5K Hold
506
– – 0.07% 62
2023
Q2 		$88.1K Hold
506
– – 0.08% 61
2023
Q1 		$83.5K Hold
506
– – 0.08% 75
2022
Q4 		$74.8K Hold
506
– – 0.08% 76
2022
Q3 		$69K Hold
506
– – 0.08% 81
2022
Q2 		$70K Buy
+506
New +$83.6K 0.07% 83

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Millennium Group's AXP Position: Q4 2025 in Review

New Millennium Group sold out of American Express (AXP) in Q4 2025, closing a stake of 2 shares — an estimated $664 sold.

New Millennium Group first reported a position in AXP in Q2 2022 and held it in 12 quarters. The position peaked at $2.09M in Q4 2023. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • New Millennium Group reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 2 American Express shares in Q4 2025, an estimated $664.
  • New Millennium Group first reported a position in American Express in Q2 2022 and held it in 12 quarters.
  • New Millennium Group's American Express position peaked at $2.09M in Q4 2023.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.